Excel, VBA, basic math skills and background finance knowledge provide a good foundation for using financial models. Suitable for financial projections of all types, models identify and display ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

Pini Yakuel is the co-founder of Optimove, an AI-driven relationship management platform that lets brands like 800-Flowers, Adore Me and Freshly divide their customer base into micro-segments and send ...

It’s estimated that there are more than 1 billion people using Microsoft’s Excel in the world today, and a significant part of those are smaller-business people, and of those, 80% lean on the ...

Microsoft Excel and Microsoft Access both store data used to write a financial report. However, Excel has more built-in options for quickly generating a report from a small amount of financial data.

Financial projections are essential for any business, but in the case of tech startups, a financial model is one of the most important and overlooked tools available to a founder. Venture-backed ...

Who says spreadsheets are boring? In a story published last week, "Advisors, Let Go of Excel," Financial Planning contributor and industry executive Brian Leitner fired a warning shot to advisors who ...

The use of financial models and projections in fundraising by pre-revenue companies and those in the early and optimistic stages of their business cycle is almost universal. Often, companies disclose ...

IMGCAP(1)]Ever since the earliest spreadsheet software, people have been relinquishing many tasks and responsibilities to this ubiquitous tool, and for good reason: spreadsheets are easy to set up, ...

Most advisors say they provide clients comprehensive wealth advice, but is that really the case? And if you do provide wealth advice, how is it done? What tools do you use? It is very difficult to ...